Insurance Account Handler supporting client portfolios and building relationships in Swansea. Offering a hybrid work model with focus on client interaction and customer service.
About the role
- Business Insurance Client Service Representative supporting account managers with client service functions and renewal processes. Collaborating on policy details and providing risk management recommendations.
Responsibilities
- Prepare renewal reviews and premium/loss summaries in accordance with Best Practice timelines.
- Process change requests; maintain schedules of insurance; and premium finance agreements.
- Prepare renewal exposure review and update future applications for renewal preparation with information received from clients.
- Prepare Certificate holder list for client review and prepare certificate templates.
- Responsible for maintenance of Sagitta policy detail and system use in accordance with MMA-Florida Region Best Practices and Procedures.
- Research and provide recommendations to client risk management/coverage issues and internal workflow processes.
- Receive and process claim reports as backup to claims unit.
- Gather and review loss data to prepare detailed premium and loss summaries.
- Clearly explain results to client/Sales executive/marketing/carriers.
- Manage timetable for renewal process to meet or exceed established MMA Florida Region procedures.
- Quote and bind Special Event, Builders Risk and Flood policies.
- Develop a comfort level with client facing account management.
Requirements
- Current Florida 2-20 License, or willingness to obtain
- College degree desirable; or equivalent combination of education and experience
- Minimum of two years commercial insurance experience preferred
- Working knowledge of latest Microsoft word and excel (intermediate to advanced level).
- Ability to maintain and organize electronic files on the company document management system.
- Working knowledge of Sagitta Agency Management System and ImageRight document management system, or willingness to learn.
Benefits
- Generous time off, including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Six week paid parental leave for the birth or adoption of a child
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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